10 episodes

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

On The Money On The Money

    • Investing
    • 5.0 • 12 Ratings

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

    An Expensive Lesson Learned…A Social Security Missed Opportunity

    An Expensive Lesson Learned…A Social Security Missed Opportunity

    Hosted By:

    Denise Kovach CFP® & Joe Bert CFP®



    Denise Kovach CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Today’s topic, “Year End Planning Checklist”

    Submit your questions to:  1-844-220-0965

    Denise@FinancialGroup.com •  Joe@FinancialGroup.com



     

    • 38 min
    Key Ingredients of a Well Curated Financial Plan

    Key Ingredients of a Well Curated Financial Plan

    Our hosts discuss the top five components every financial plan should have, as only 30% of people have a financial plan or may have put one together a long time ago, when it is truly an ongoing process that should be revisited regularly, plus new details about CFG’s modern office upgrades. Joe and Chris answer caller questions on topics including, the difference between a mutual fund and an ETF (Exchange Traded Fund), the benefits of moving their 401k to CFG’s team – how it works and how much you really benefit from it in the long run.

    Hosted By:

    Chris Toadvine CFP® & Joe Bert CFP®



    Chris Toadvine CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Chris@FinancialGroup.com •  Joe@FinancialGroup.com



     

    • 37 min
    Memories Are Made of This

    Memories Are Made of This

    Hosted By:

    Joe Bert CFP® & Nancy Hecht CFP®



    Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Nancy@FinancialGroup.com



     

    • 39 min
    Pros and Cons of Electronic Wills

    Pros and Cons of Electronic Wills

    Our hosts discuss the pros and cons of electronic notaries, recently legalized in Florida, online . Online stock brokerage apps and how they become less of an investment and can turn into glorified gambling with Aaron’s personal experience in investing low and not taking a profit soon enough. Questions are answered from our callers on topics including selling small lots of stocks with out a ton of fees, where to temporarily place savings from the sale of a home until purchasing a new one, why you must take RMD for Roth 401k, and if a reverse mortgage is the best idea for a gentlemen wanting to live in his home for the remainder of his life and also leave it for his wife.

    Hosted By:

    Joe Bert CFP® & Aaron Bert CFP®



    Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Aaron@FinancialGroup.com



     

    • 36 min
    Retirement plans changed due to Covid? Don’t panic.

    Retirement plans changed due to Covid? Don’t panic.

    Hosted By:

    Joe Bert CFP® & Nancy Hecht CFP®



    Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Nancy@FinancialGroup.com



     

    • 37 min
    How to Navigate Emergency Funds in Urgent Times

    How to Navigate Emergency Funds in Urgent Times

    Hosted By:

    Joe Bert CFP® & Nancy Hecht CFP®



    Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Nancy@FinancialGroup.com



     

    • 1 hr

Customer Reviews

5.0 out of 5
12 Ratings

12 Ratings

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